BUworks: Intermediate/Advanced Funds Management Reporting Concepts
Course type: Hands-on lab; participants will use their own data in the production environment
Course level: Intermediate/Advanced
Expected duration: 2 hours
Description: we will use Business Warehouse (BW) Funds Management (FM) reports to address common questions that arise for financial managers regarding open commitments, P-card activity, and limit orders. In the process of our examination, we will rely on a number of BW tips and techniques to analyze data available in the Business Warehouse.
Target Audience: financial administrators responsible for using FM reports who want to deepen their understanding of Funds Management data and the BW reporting tool.
1. Confirmation from employee’s manager that this course is appropriate to employee’s business role.
2. Completion of the instructor-led Funds Management Reporting (Basic) lab.
3. Experience using BW Funds Management reports.